We found out today that the standard Kinetic “Sales Tax” report only includes taxable sales and does not list any AR invoices that belonged to a Customer with an Exemption. There are other Kinetic reports that tie sales to revenue, but none of them include information on sales tax.
Has anyone put together any type of custom BAQ/report/etc that lists out all AR invoices with sales tax information, so it can be tied out to revenue on the GL?
I have any idea of where to start poking around, but have a feeling it will start to get overwhelming. Any guidance or input is much appreciated!
I have done things like this but in different queries. Like I tied shipments to revenue in one report but didn’t specify tax, and have done tax reports but not tied them to gls.
The information you want is in InvcDtl and InvcTax tables. You can join InvcDtl to the TranGLC table to get the GL.
About joining InvcDtl to TranGLC. I think there’s a KB article that explains why but in your joins you want to convert InvoiceNumber, and InvoiceLine to nvarchars.
TranGLC.Related to File = InvcDtl.
